Filed March 1, 2022 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,370 | $48,284+232.1% | $67,524+137.5% | $80,911+98.2% |
| Participation rate | 47.0% | 66.4%-19.4pp | 72.9%-25.9pp | 67.6%-20.7pp |
| Annual return | 14.33% | 18.27%-3.9pp | 3519.41%-3505.1pp | 35.63%-21.3pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,057 | $2,927+107.0% | $4,001+51.4% | $4,297+40.9% |
| Admin fee / account holder | $5,872 | $3,688+59.2% | $4,001+46.8% | $6,935-15.3% |